+57.8%
BIIB vs SUI
-2.0%
+59.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +1.1% | -2.8% | +3.9% | +2.3% |
| 30D | +6.9% | -1.2% | +8.0% | +7.3% |
| 3M | +12.4% | -1.7% | +14.2% | +12.9% |
| 6M | +16.3% | -10.5% | +26.7% | +20.1% |
| YTD | +25.5% | -1.8% | +27.3% | +24.1% |
| 1Y | +57.8% | -4.1% | +61.9% | +63.4% |
| All | +57.8% | -2.0% | +59.8% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling